Our mission is to assist our clients in being successful in every aspect of their financial lives. We strive to provide comprehensive and personal service in a relaxed environment. For each of our clients, our goal is to help them reach financial stability, freedom and independence. By utilizing the services of Raymond James Financial Services, Inc. we have earned a reputation of excellence in our industry.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will help keep you focused on where you want to go, advise you on how to get there, and prompt you of the importance of maintaining a disciplined approach to realizing your financial independence.
Michael is a financial advisor with Raymond James and focuses on providing long term retirement planning to families and individual investors. With 10 years of experience in the industry, Michael ran his own practice for 6 years in Richmond, Virginia before moving back to the area and joining Forney Financial Solutions. As a graduate of Penn State University with a degree in finance, Michael currently holds a series 7 securities license, a series 65 investment advisor representative license, and a life and health insurance license. He is currently in process of gaining his Certified Financial Planner designation as well.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
